UBS Group
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UBS Group’s iShares iBonds Oct 2032 Term TIPS ETF IBII Stock Holding History

UBS Group’s Portfolio IBII Stock Details IBII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-264
Closed -$6.55K – 10451
2024
Q4 		$6.55K Buy
+264
New +$6.7K ﹤0.01% 8551
2024
Q3 		– Sell
-4,233
Closed -$108K – 9751
2024
Q2 		$108K Buy
+4,233
New +$107K ﹤0.01% 6118

Other funds holding IBII

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
ATI
ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
BCPWM
Bradley & Co Private Wealth Management Miami, Florida $190M AUM 27.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group's IBII Position: Q1 2025 in Review

UBS Group sold out of iShares iBonds Oct 2032 Term TIPS ETF (IBII) in Q1 2025, closing a stake of 264 shares — an estimated $6.55K sold.

UBS Group first reported a position in IBII in Q2 2024 and held it in 2 quarters. The position peaked at $108K in Q2 2024. 8 funds tracked by Wall St. Rank hold IBII as of Q1 2025.

  • UBS Group reported no remaining iShares iBonds Oct 2032 Term TIPS ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 264 iShares iBonds Oct 2032 Term TIPS ETF shares in Q1 2025, an estimated $6.55K.
  • UBS Group first reported a position in iShares iBonds Oct 2032 Term TIPS ETF in Q2 2024 and held it in 2 quarters.
  • UBS Group's iShares iBonds Oct 2032 Term TIPS ETF position peaked at $108K in Q2 2024.
  • 8 funds tracked by Wall St. Rank held iShares iBonds Oct 2032 Term TIPS ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.